Update Loan Rules Applied Settings

This request allows you to update the Rules AppliedRules Applied - Tool that allows users to create rules to perform specific actions on accounts when accounts meet a specified set of criteria. This tool is a way you can create your own list of conditions and then specify how a loan should change when a condition is met. You can create a rule in Settings > Company > Rules Manager within your company account. settings for a loan.

General

Here's what you need to know about updating Rules AppliedRules Applied - Tool that allows users to create rules to perform specific actions on accounts when accounts meet a specified set of criteria. This tool is a way you can create your own list of conditions and then specify how a loan should change when a condition is met. You can create a rule in Settings > Company > Rules Manager within your company account. settings on your loans:

  • Rules Applied are created at the tenant-level to apply to all of your loans. However, you have the ability to determine which loans the rules are active on, which is what this request does. This request does not create, edit, or delete the rules themselves. Instead, it simply determines which rules are active on a specific loan.
  • When a rule is set as 'inactive', the system won't check the loan for the criteria needed, and it won't complete the rule's determined action.
  • Using this request to set a rule as 'inactive' will only do so for the selected loan. How the rule applies to all other loan's within your tenant account will remain the same.

Database

For information on rules applied database tables, see the following articles:

{
    "RuleApplied": {
        "results": [
            {
                "__id": "21",
                "enabled": false,
                "__destroy": true
            }
        ]
    }
}
{
    "RuleApplied": {
        "results": [
            {
                "__id": "21",
                "enabled": true,
                "__destroy": false
            }
        ]
    }
}

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